Northwest Wealth Management, LLC Purchases in Q3 2025

Northwest Wealth Management, LLC

  • $596 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.9K
+ 18.37%
$47.18 - $48.17 $184K - $188K
25.2K $1.21M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
9
+ 0.12%
$50.79 - $76.4 $457 - $688
7.56K $577K
PEP
Pepsico Inc

Consumer Defensive
1.02K
+ 22.22%
$133.81 - $152.16 $136K - $155K
5.61K $787K
NEM
Newmont Corp

Basic Materials
287
+ 5.9%
$57.35 - $85.25 $16.5K - $24.5K
5.15K $434K
XOM
Exxon Mobil Corp

Energy
806
+ 7.41%
$105.83 - $117.22 $85.3K - $94.5K
11.7K $1.32M
AVGO
Broadcom Inc.

Technology
79
+ 3.63%
$264.74 - $369.57 $20.9K - $29.2K
2.25K $743K
CVX
Chevron Corp

Energy
729
+ 39.58%
$145.57 - $161.83 $106K - $118K
2.57K $399K
F
Ford Motor CO

Consumer Cyclical
11K
New
$10.82 - $12.09 $119K - $133K
11K $131K
SOFI
So Fi Technologies, Inc.

Financial Services
59
+ 0.37%
$17.64 - $29.81 $1.04K - $1.76K
15.8K $418K
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.54K
+ 14.96%
$41.6 - $42.66 $106K - $108K
19.5K $824K
META
Meta Platforms, Inc.

Communication Services
154
+ 11.64%
$695.21 - $791.73 $107K - $122K
1.48K $1.08M
PII
Polaris Inc.

Consumer Cyclical
29
+ 0.5%
$44.87 - $59.95 $1.3K - $1.74K
5.84K $339K
GE
General Electric CO

Industrials
69
+ 3.79%
$244.75 - $305.63 $16.9K - $21.1K
1.89K $568K
ADBE
Adobe Inc.

Technology
344
+ 46.55%
$333.65 - $392.1 $115K - $135K
1.08K $382K
ABBV
Abb Vie Inc.

Healthcare
40
+ 2.33%
$184.85 - $231.54 $7.39K - $9.26K
1.76K $406K
GM
General Motors CO

Consumer Cyclical
81
+ 1.17%
$48.89 - $61.24 $3.96K - $4.96K
7.03K $428K
ADT
Adt Inc.

Industrials
9.51K
+ 76.14%
$8.27 - $8.85 $78.7K - $84.2K
22K $191K
IEMG
Ishares Inc

ETFs
1.54K
+ 2.12%
N/A
74.3K $3.99M
PSLV
Sprott Physical Silver Trust

Financial Services
28
+ 0.14%
$12.24 - $15.73 $343 - $440
20.7K $324K
AMD
Advanced Micro Devices Inc

Technology
3
+ 0.09%
$134.8 - $184.42 $404 - $553
3.45K $558K
MO
Altria Group, Inc.

Consumer Defensive
486
+ 10.37%
$57.75 - $67.68 $28.1K - $32.9K
5.17K $341K
HL
Hecla Mining CO

Basic Materials
38
+ 0.37%
$5.59 - $12.1 $212 - $460
10.4K $125K
TPR
Tapestry, Inc.

Consumer Cyclical
30
+ 1.28%
$86.48 - $116.14 $2.59K - $3.48K
2.38K $269K
RSP
Invesco S&P 500 Equal Weight E

ETFs
130
+ 4.14%
$181.56 - $190.33 $23.6K - $24.7K
3.27K $619K
IQV
Iqvia Holdings Inc.

Healthcare
33
+ 2.54%
$157.68 - $200.82 $5.2K - $6.63K
1.33K $253K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.25%
$357.4 - $423.42 $1.07K - $1.27K
1.19K $482K
WFC
Wells Fargo & Company

Financial Services
16
+ 0.13%
$77.05 - $85.16 $1.23K - $1.36K
12.2K $1.03M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
472
+ 5.95%
$76.16 - $78.59 $35.9K - $37.1K
8.41K $656K
BAC
Bank Of America Corp

Financial Services
177
+ 2.63%
$44.92 - $52.42 $7.95K - $9.28K
6.9K $355K
AMZN
Amazon Com Inc

Consumer Cyclical
129
+ 0.62%
$211.65 - $238.24 $27.3K - $30.7K
20.8K $4.56M
AXP
American Express CO

Financial Services
23
+ 1.99%
$294.27 - $342.31 $6.77K - $7.87K
1.18K $391K
CPRT
Copart Inc

Consumer Cyclical
1.6K
+ 13.25%
$44.6 - $49.97 $71.3K - $79.9K
13.7K $614K
VZ
Verizon Communications Inc

Communication Services
398
+ 5.38%
$40.84 - $45.06 $16.3K - $17.9K
7.79K $342K
EMLP
First Tr Exchange Traded Iv

ETFs
47
+ 0.24%
$36.99 - $38.38 $1.74K - $1.8K
19.6K $749K
PDI
Pimco Dynamic Income Fund

Financial Services
24
+ 0.13%
$18.85 - $20.07 $452 - $482
18.5K $366K
FTGC
First Trust Global Tactical CO

ETFs
147
+ 1.71%
$24.67 - $26.32 $3.63K - $3.87K
8.74K $226K
LLY
Eli Lilly & CO

Healthcare
35
+ 4.11%
$625.65 - $812.69 $21.9K - $28.4K
886 $676K
MMM
3 M CO

Industrials
59
+ 4.18%
$144.41 - $160.2 $8.52K - $9.45K
1.47K $228K
CSCO
Cisco Systems, Inc.

Technology
232
+ 6.32%
$66.2 - $71.79 $15.4K - $16.7K
3.9K $267K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
135
+ 1.82%
$82.38 - $83.0 $11.1K - $11.2K
7.57K $627K
CEG
Constellation Energy Corp

Utilities
3
+ 0.22%
$298.82 - $354.89 $896 - $1.06K
1.35K $443K
AOM
Ishares Tr Core Moderate Alloc

ETFs
8
+ 0.17%
$45.4 - $47.61 $363 - $381
4.82K $229K
DFAR
Dimensional ETF Tr Dimensional

ETFs
46
+ 0.29%
$22.9 - $24.1 $1.05K - $1.11K
15.8K $376K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
113
+ 1.2%
$25.83 - $26.47 $2.92K - $2.99K
9.52K $250K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
148
+ 0.83%
$25.39 - $25.57 $3.76K - $3.78K
17.9K $458K
ROSC
Hartford Multifactor Small Cap
27
+ 0.48%
N/A
5.66K $0
Arista Networks Inc
2.06K
New
N/A
2.06K $0
Barrick Mng Corp
8.26K
New
N/A
8.26K $0
Ge Vernova Inc
16
+ 3.56%
N/A
465 $0
Activity Summary
Buys All Purchases 105 New Holdings 26 Increased Positions 79 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 1 Puts 1
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